Sahar Armani
Scarborough,ON
Summary
Seeking a Client Service Associate role in wealth management to provide exceptional client experiences through strong interpersonal skills and a passion for facilitating clients' financial success
Overview
5
5
years of professional experience
Work History
Telephone Interviewer/ Researcher
Access Research
09.2022 - 04.2023
- Executed precise telephone interviews, consistently capturing comprehensive candidate information to support informed decision-making.
- Maximized efficiency through adept use of call centre software, ensuring accurate and timely recording of interview data.
- Exceeded daily interview quotas by applying strong teamwork and focus on quality, contributing to high-performance environment.
- Enhanced candidate engagement by tailoring communication strategies, maintaining confidentiality, and actively participating in process refinement.
Server
Jack Astor's Bar & Grill
03.2018 - 02.2022
- Accelerated order turnaround by promptly taking orders and coordinating with the kitchen, resulting in consistently quick and accurate meal delivery.
- Amplified sales revenue by skillfully recommending high-margin menu items and specials, contributing to a 15% increase in average check amounts.
- Elevated customer satisfaction ratings by maintaining a pristine and well-organized dining area, earning consistent positive feedback from guests.
- Mitigated guest concerns with proactive problem-solving, achieving a 95% resolution rate and fostering a reputation for exceptional service quality.
Client Service Associate
TD Bank
08.2021 - 11.2021
- Delivered exceptional customer service to clients, resulting in high levels of customer satisfaction and repeat business
- Processed financial transactions accurately and efficiently, ensuring a consistently error-free performance
- Assisted customers with account inquiries and maintenance, leading to an improved understanding of their banking needs and increased customer loyalty
- Identified cross-selling opportunities and successfully referred numerous customers to banking products and services, contributing to an increase in sales revenue
- Managed cash responsibly, maintaining a perfect cash balancing record and ensuring 100% compliance with cash handling procedures
- Utilized banking software and computer systems expertly, achieving a 99% accuracy rate in transaction processing and customer data management
- Ensured full compliance with all banking regulations and policies, resulting in zero violations and a consistently compliant branch environment
- Collaborated seamlessly with colleagues and other bank departments, fostering a team-oriented work environment, and enhancing overall branch efficiency
- Vigilantly identified and reported potential fraud or suspicious activities, contributing to a secure banking environment, and safeguarding the interests of the bank and its customers.
Education
Bachelor of Commerce - Business Management
Toronto Metropolitan University
06.2023
Skills
- Proficient in analyzing financial data, identifying trends, and making data-driven recommendations to optimize profitability and minimize risk
- Demonstrated ability to deliver exceptional customer service, resolving inquiries and complaints promptly and effectively, resulting in high customer satisfaction ratings and repeat business
- Proven track record of achieving sales targets and cross-selling bank products and services, resulting in increased revenue and customer retention
- Skilled in assessing and mitigating risks, implementing robust internal controls, and ensuring compliance with regulatory requirements, resulting in minimized exposure to fraud and financial losses
- Adept at identifying complex problems, developing innovative solutions, and implementing process improvements, resulting in enhanced operational efficiency and cost savings
- Proficient in Word, Excel, Adobe reader, QuickBooks, Outlook, Canva, Database, & PowerPoint
Timeline
Telephone Interviewer/ Researcher
Access Research
09.2022 - 04.2023
Client Service Associate
TD Bank
08.2021 - 11.2021
Server
Jack Astor's Bar & Grill
03.2018 - 02.2022
Bachelor of Commerce - Business Management
Toronto Metropolitan University
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